Keenan Capital, LLC
CIK: 0001647363SEC EDGAR →
Portfolio Value
$549K
Holdings
9
As of
Q4 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CLEARWATER ANALYTICS HLDGS I | 3,660,973 | $88.3M | 16084.01% |
| 2 | GLOBAL E ONLINE LTD | 1,865,262 | $73.3M | 13355.62% |
| 3 | WORKDAY INC | 319,241 | $68.6M | 12489.14% |
| 4 | GODADDY INC | 545,031 | $67.6M | 12318.10% |
| 5 | DYNATRACE INC | 1,450,534 | $62.9M | 11450.90% |
| 6 | ACCELERANT HOLDINGS | 3,139,980 | $51.3M | 9351.10% |
| 7 | JAMF HLDG CORP | 1,120,000 | $14.6M | 2654.07% |
| 8 | SAILPOINT INC | 164,515 | $3.3M | 606.19% |
| 9 | APPLOVIN CORP | 176,725 | $119K | 21.69% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 6 | $290.8M | 67.6% |
| Consumer Cyclical | 1 | $73.3M | 17.1% |
| Financial Services | 1 | $51.3M | 11.9% |
| Unknown | 1 | $14.6M | 3.4% |